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New Paraplanner

We are pleased to announce David Irving has joined forces with Allen Tomas & Co and will bring with him a vast amount of experience and technical ability.

David entered the industry in 1987 whilst still a student and has since worked for a number of financial services firms in both the West Midlands and in Norfolk as an administrator and as an adviser. He has Pension Transfer Specialist qualifications and has a high degree of technical knowledge, particularly in the field of pensions, specialising in complex pension cases. He prides himself on being able to design the right solution for a client quickly and efficiently. He is well qualified in all areas of financial services and holds the Certificate in Discretionary Investment Management from the CII. He is working to achieve Chartered status shortly.

Away from work, he enjoys scuba diving and has dived many of the world's best dive sites, personal favourites being the wrecks of the German First World War fleet in Scapa Flow, in the Orkney Islands and of the Thistlegorm in the Egyptian Red Sea, and diving with the seals at the Farne Islands, in Northumberland. He also enjoys most other water sports, particularly kayaking and sailing.

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We are recruiting

Allen Tomas & Co are looking for an Independent Financial Adviser to join the team.

Key points:
Self-Employed/Employed structure and financial package to be discussedRegular 1:1s and ad hoc training to suitCompetent Adviser CPD programme, which includes internal and external seminarsCompliance support through SimplyBiz (compliance helpline, technical support, portal and CPD events)Support in achieving/maintaining full Competent Adviser StatusProfessional Indemnity costs met by usWe will provide full marketing assistanceIntroducer/Professional Connections:Introductions to professionals we work withFull support offered with your existing/new connectionsOnline Professional Portal (We will upload documents such as Recommendation Reports, Tax statements and Trustees Investment Policy Statements to their Portals)Monthly newslettersSeminarsClient Services:Your clients will have access to an internal online Portal in order to view their InvestmentsYour clients will receive monthly newslett…

Chloe Drew passes her first CII examination

Allen Tomas & Co are delighted to announce that Chloe Drew has passed her first CII examination RO1, which covers financial services, regulation and ethics. Our professional body has awarded Chloe 20 credits for this exam which reflects the hard work she has put in. We wish her well on this new journey of learning.

David Irving Diving Scapa Flow

In the middle of the Orkney Islands, to the north of Scotland, lies Scapa Flow, a large body of water which is virtually surrounded by the islands themselves, with only narrow entrances to the open sea to the east, west and south. It makes a very calm, sheltered natural harbour, one of the best in the world. The water is often clear, but at 40 or 50 metres depth, it's still dark and intimidating. It was here, after the armistice at the end of the First World War, that Germany was ordered to sail its High Seas Fleet. And here, 18 months later, that the ships were sunk by their own crews. Although most of the ships were salvaged in the 1920s, there are still 3 battleships and 4 heavy cruisers at the bottom of the Flow. Together, these form one of the best Scuba Diving sites in the world.

I first dived Scapa Flow in 2012. It took us a day to travel up to Thurso, we stayed overnight and caught the morning ferry to Stromness. We then spent the next 5 days diving, two dives a day, on the…